272 Capital as of Sept. 30, 2025
Portfolio Holdings for 272 Capital
272 Capital holds 5 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Digital Corp Com New (APLD) | 95.2 | $37M | 1.6M | 22.94 | |
| Sequans Communications S A Sponsored Ads | 4.0 | $1.6M | 165k | 9.46 | |
| Bitfarms (BITF) | 0.8 | $296k | 105k | 2.82 | |
| Reservoir Media *w Exp 08/26/202 (RSVRW) | 0.0 | $13k | 15k | 0.88 | |
| Multisensor Ai Holdings *w Exp 12/19/202 (MSAIW) | 0.0 | $4.3k | 113k | 0.04 |
